Associate Vice President of Budget Planning and Financial Management

2 days ago

San Jose, California, United States San Jose State University Full time
Job Summary

The Associate Vice President of Budget Planning and Financial Management plays a critical role in supporting the Senior Associate Vice President for Finance in leading the planning, creation, and administration of the $750 million campus budget. This includes overseeing five auxiliaries, NCAA Division I athletics, and a compensation benefit pool.

Key Responsibilities
  • Develop and maintain a multi-year financial plan, incorporating enrollment-based revenues and state support.
  • Advise Cabinet and campus leaders on budget and fiscal policy, analyzing data and developing fiscal strategy.
  • Communicate and maintain financial transparency of the university's budget.
  • Maintain a high level of expertise and knowledge of university-wide fiscal resources and their interconnectedness when making fiscal recommendations to the cabinet.
  • Manage campus tuition and fee revenue budgets.
  • Manage university-wide reserves and commitments against those reserves.
  • Manage the centralized benefit pools for the primary operating fund.
  • Manage university capital budget ($240 million) and debt program.
  • Manage federal grant programs, including emergency aid.
  • Prepare and coordinate the university-wide budget oversight policy, making recommendations to the CFO for actions needed to resolve discrepancies.
  • Administer the campus cost allocation plan to ensure operating fund resources are managed in accordance with policy.
  • Oversight and guidance in the Student Fee Policy, including modification and establishment of fees, appropriate use of fees, and fiscal oversight.
  • Provide leadership to coordinate and prepare budgetary recommendations with each university VP.
  • Provide projections to cabinet throughout the year.
  • Provide leadership on several university-wide committees, including Joint Enrollment, Budget Advisory, and Campus Fee Advisory. Represent campus on system-wide Budget Officers Association.
  • Oversee implementation and management of the budget process, including allocation of commitments and managing business plan processes.
  • Develop and publish the annual SJSU Budget Report and work with the CFO to prepare his/her annual budget presentation to the Senate.
  • Deliver standard and ad-hoc analysis and reporting of centrally managed resources, including variances to budget.
  • Ensure key issues, risks, and business drivers are clearly understood and highlighted.
  • Oversee the annual FIRMS budget and campus fee submissions to the Chancellor's Office, prepare designation of reserve balances.
  • Oversee a team of four professionals responsible for critical financial processes such as budget planning, forecasting, reporting, analysis, and compliance.
Knowledge, Skills & Abilities
  • Knowledge of financial planning and analysis concepts and approaches.
  • Knowledge of Generally Accepted Accounting Principles (GAAP) and governmental fund accounting.
  • Knowledge of policies and regulations that apply to the California State University.
  • Excellent written and verbal communication skills.
  • Demonstrated ability to clearly convey complex financial topics appropriate to the intended audience (senate, cabinet, student groups, etc.).
  • Highly skilled in using technological tools to gather and present data, including: pivot tables, data warehouse applications, visualization and budgeting software.
  • Ability to define problems, collect data, establish facts and draw valid conclusions.
  • Ability to effectively establish and maintain cooperative working relationships within a diverse multicultural environment.
  • Ability to supervise staff and lead teams.
  • Ability to evaluate compliance with federal, state and California State University policies and regulations.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to effectively present information and respond to questions from groups of managers, customers and the general public.
  • Ability to communicate with constituents in a professional and respectful manner.
Required Qualifications
  • Bachelor's Degree or equivalent.
  • Minimum of seven years of progressively responsible analytical experience in complex budget planning and/or financial management.
  • Two years of supervisory experience.
  • Experience preparing budget publications and reports for broad distribution (e.g., annual budget report).
  • Experience with budget variance reporting and financial forecasting.
Preferred Qualifications
  • Master's degree in business, accounting, or economics or advanced certification in related field.
  • University-level budget management experience at a California State University or University of California campus.
  • Three years of full-time experience in budget planning and management roles in higher education.
  • Experience working with position management (position-based budgeting).
  • Experience configuring, optimizing, and operating budget systems.
  • Experience with Activity-Based Budgeting.

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